Skip to main content

Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

CZWI holding history

Citizens Community Bancorp Inc. in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CZWI overviewAll 13F holders of CZWIFull Q2 2026 holdings

Shares (Q2 2026)
29,880
Value
$698.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CZWI by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,880$698.9K<0.1%+1,000+3.5%AddedHolders
Q1 202628,880$571.8K<0.1%00.0%UnchangedHolders
Q4 202528,880$514.6K<0.1%+10,154+54.2%AddedHolders
Q3 202518,726$301.0K<0.1%+1,471+8.5%AddedHolders
Q2 202517,255$238.0K<0.1%00.0%UnchangedHolders
Q1 202517,255$248.0K<0.1%−3,999−18.8%ReducedHolders
Q4 202421,254$346.0K<0.1%00.0%UnchangedHolders
Q3 202421,254$301.0K<0.1%00.0%UnchangedHolders
Q2 202421,254$246.0K<0.1%+2,000+10.4%AddedHolders
Q1 202419,254$234.0K<0.1%+4,001+26.2%AddedHolders
Q4 202315,253$179.0K<0.1%00.0%UnchangedHolders
Q3 202315,253$146.0K<0.1%00.0%UnchangedHolders
Q2 202315,253$135.0K<0.1%+2,000+15.1%AddedHolders
Q1 202313,253$140.0K<0.1%+10.0%AddedHolders
Q4 202213,252$159.0K<0.1%00.0%UnchangedHolders
Q3 202213,252$161.0K<0.1%00.0%UnchangedHolders
Q2 202213,252$183.0K<0.1%00.0%UnchangedHolders
Q1 202213,252$200.0K<0.1%00.0%UnchangedHolders
Q4 202113,252$182.0K<0.1%00.0%UnchangedHolders
Q3 202113,252$182.0K<0.1%00.0%UnchangedHolders
Q2 202113,252$181.0K<0.1%00.0%UnchangedHolders
Q1 202113,252$164.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.